- Getting Started
- Build
- App Design
- Driving Business Value with User Research
- App Design Best Practices
- Tulip Solution Credo
- Composable vs. Monolithic Architectures Updated
- How to Design a Tulip Solution
- How to Build Composable Apps
- How to Design an Effective Base Layout
- Best Practices for Naming Elements in Tulip
- How to Add Shapes to App Steps
- App Editor
- Intro to the Tulip App Editor
- Creating a New Tulip App
- How to Use Keyboard Shortcuts in the App Editor and Player
- Multilingual Feature in Tulip
- Steps
- Widgets
- What is a Widget?
- Input Widgets
- Embedded Widgets
- Button Widgets
- How to Configure Widgets
- Adding Input Widgets to Steps Updated
- What is an Interactive Table Widget?
- How to use Conditional Formatting New
- How to Embed Videos
- How to Embed Analytics in an App
- Working with Files
- Dynamically populating Single or Multiselect widgets
- How To Use the Checkbox Widget
- How to Add a Barcode Widget
- How To Add a Grid Widget to A Step
- How To Copy/Paste Content Within Apps And Between Apps
- How To Add a Gauge Widget To Your Step
- Custom Widgets Overview Updated
- Creating A Signature Form Step
- Data Validation with Input Widgets Updated
- Record History Widget Overview
- Technical Details of Form Steps
- How to Add Images To An App
- How to Use the Electronic Signature Widget
- Number Formatting in Apps Updated
- Triggers
- What are Triggers?
- Step Level Triggers
- App Level Triggers
- Widget Triggers
- A Guide to App Transitions
- Timer Triggers
- How to Add Device Triggers
- How to add Triggers with Conditions (If/Else Statements)
- List of Actions and Transitions in the Trigger Editor
- What are the Top 10 Most Common Triggers?
- How To Set Widget Color from a Trigger
- How to Send Emails
- How To Setup Tulip Users for SMS Notifications
- How to Print Steps from a Trigger
- How to Use the Expression Editor in the App Editor
- Technical Details of the Expression Editor
- Full List of Expressions in the App Editor
- Using Datetime Expressions
- Typecasting Expressions
- Using Expressions with Arrays and Objects
- Working with Time in Triggers
- Supported Custom Datetime Formats
- How To Complete an App
- How To Scan Barcodes and QR Codes via Your Device's Camera
- How to add a Regular Expression to a Trigger
- Using App Info in Tulip Apps
- How to Call a Connector Function using Triggers
- Variables
- Troubleshooting
- Data
- Connectors
- What are Connectors?
- How to Create a Connector
- Introduction to Tulip Connector Hosts
- How To Run A Connector Function in Multiple Environments
- Connector Snapshotting
- Understanding Arrays and Objects in Connector Function Outputs
- Displaying Interactive Lists of Table Records Or Connector Output in Apps
- Troubleshooting Connectors
- Sharing Connectors Across Workspaces
- Connector Input Encoding Control
- How to Create A Test Database for A Connector Function
- How to Set Up Quick Connectors
- HTTP Connectors
- An Overview of HTTP Connectors
- How to Create and Configure an HTTP Connector Function
- How to Format HTTP Connector Outputs
- Using HTTP Connectors in Apps
- Catch HTTP Connector Errors
- Connector Error Log and Retry Walkthrough
- What is OAuth 1.0?
- What is OAuth2.0?
- OAuth2.0 Configuration and Technical Details
- SQL Connectors
- MQTT Connectors
- Integrating Connectors
- Analytics
- What are Analyses?
- Intro to Analytics Builder
- How to Create a New Analysis
- An Overview of Display Types Updated
- Template Types, Explained
- How to Use the Universal Template
- Number Formatting in Analytics
- Introduction to Chart Layers
- What is a Control Chart?
- Alerting for Control Charts
- How to Embed Analytics in an App
- How To Analyze Data From Multiple Apps
- Using Machine Data in the Analytics Editor
- Understanding Date Ranges
- List of Fields in the Analytics Context Pane
- How to Use the Expression Editor in the Analytics Editor
- Technical Details of the Expression Editor
- Full List of Expressions in the Analytics Editor
- How to Modify an App Analytic
- What is a Forecast Layer?
- Example Analytics
- How To Calculate First Pass Yield with a Number Analysis
- How to Create Table-Based Analytics
- How To Analyze Quality Inspection Checklists with a "Multiple Variables" Analysis
- How To Compare Defects by Type and by Day using the "Compare By" Field
- How To View Cycle Time Statistics by User with a Table Analysis
- How To Create a Pareto Chart of Common Defects
- How To Create Your First Shop Floor Dashboard
- How to Share Analyses or Dashboards
- How to Create Dashboards
- Vision
- Vision Setup
- Tulip Vision Functionality
- Using Vision Buffer Video Recording
- Vision Barcode Scanning Guidelines and Limitations
- Using the Color Detector
- Using the Change Detector
- Using the Jig Detector
- Using the Vision Camera Widget in Apps
- Using Vision's Snapshot Feature
- Using the Datamatrix and Barcode Detectors
- Using Optical Character Recognition (OCR) Detector
- Using a Screen Capture as a Camera Source for Vision
- Tulip Vision Integrations
- Vision Troubleshooting
- Machine Monitoring
- Intro to Machine Monitoring
- How to Set Up Your First Machine
- How to Use Machine Outputs in Triggers
- How To Build Your First OPC UA Data Source
- How To Build Your First MQTT Connector
- How To Add a Machine Widget to an App
- How To Prepare Your Machines to Connect to Tulip
- How to Add Machine Attributes, Downtime Reasons, and States
- Write to Machine Attributes using OPC UA/MQTT Protocols Updated
- Using Edge Devices to Run On Prem Connector Host
- Using Edge MC to Run OPC UA
- How to use the Machine Attributes API
- How to Set Up Machine Types
- How to Add and Configure Machines
- How To Create Your First Machine Trigger
- Recommendations for Machine Monitoring Architecture with Tulip
- Regulated Industries
- GxP App Building Basics
- Best Practices for GxP App Building
- A Summary of Tulip's GxP Capabilities
- GxP Data Collection
- Corrections to Process Data and Review Thereof
- Pause and Resume Functionality
- Using the Record History Widget to View Changes to Table Records
- How to Export App Data to CSV
- Data Review for GxP Compliance
- Data Validation with Input Widgets Updated
- Customize User Roles
- How to Use the Electronic Signature Widget
- Frontline Copilot
- Frontline Copilot Usage and Pricing
- Operator Chat Widget
- Frontline Copilot Settings Page
- Translate Trigger Action
- Extract Text From Image Trigger Action Updated
- Answer Question from Data/Document Trigger actions
- Classify Trigger Action
- Speech-to-text Input
- Chat with Tables
- Frontline Copilot Governance FAQ
- Automations
- Getting Started with Automations
- Overview of the Automations Editor
- How to set up Scheduled Automations
- How to use Looping in Automations
- How to Use Automations Versions
- How to Use Automations Run History
- Automation Limits
- Inventory Management Solution with Automations
- Looping Warning in Automations
- Export & Import
- App Design
- Run Apps
- How To Use the Tulip Player
- How to Run an App in the Tulip Player
- Choosing between the Tulip Web Player or Tulip Player apps
- How to Switch Between Multiple Tulip Accounts
- How To Use the Tulip Player on Apple iOS & iPadOS
- Languages Supported in Tulip
- How to access your Tulip Player/Instance in an iFrame
- How to Run Tulip Applications on Different Devices
- How To Troubleshoot the Tulip Player
- Recommended Devices For Running the Tulip Player Updated
- How to Restart the Tulip Player if the Screen Goes Blank
- How to Export App Data to CSV
- Deploy and Manage
- Set Up Your Tulip Instance
- User Management
- App Management
- Shop Floor Management
- Workspace Managment
- Player Management
- Linux Player
- Player Features by Platform
- Player Logout Behavior
- How to Hide the Developer Menu in Tulip Player
- How to Disable Automatic Updates for the Tulip Player
- Fallback Database Error Resolution
- Using the Tulip Player with Different Windows Accounts
- Tulip Player Enterprise Deployments
- Overview of Stations and Interfaces Updated
- How To Troubleshoot the Tulip Player
- Developer Tools
- Connect to Software
- Connectors
- What are Connectors?
- How to Create a Connector
- Introduction to Tulip Connector Hosts
- OAuth2.0 Configuration and Technical Details
- How To Run A Connector Function in Multiple Environments
- Connector Snapshotting
- Understanding Arrays and Objects in Connector Function Outputs
- Connector Input Encoding Control
- How to Create and Configure an HTTP Connector Function
- How to Format HTTP Connector Outputs
- Using HTTP Connectors in Apps
- How to Write a SQL Connector Function
- An overview of MQTT Functions
- How To Build Your First MQTT Connector
- Ecosystem Integration Guides
- Amazon Bedrock Integration
- AWS Integration - Fetch All Tulip Tables and Write to S3
- AWS Integration - Send data to AWS via API Gateway & Lambda
- AWS Integration - Fetch data from Tulip Tables
- AWS Integration - Fetch All Tulip Tables in Lambda Function
- Glue ETL Script Example for Loading Tulip Table Data
- IoT Sitewise Integration
- Lean Daily Management with AWS
- Microsoft Azure Machine Learning Integration
- Microsoft Fabric Integration
- Rockwell FactoryTalk Optix Integration
- Snowflake Integration with Fabric - Fetch Tulip Tables to Snowflake
- Connectors
- Connect to Hardware
- Edge Devices
- Edge IO
- Edge MC
- Machine Kit
- IO Gateway
- I/O Gateway End of Sale Announcement
- Setting up a Tulip I/O Gateway
- How to Register a I/O Gateway
- Reset I/O Gateway to Factory Settings
- How To Enable I/O Gateway Remote Support
- How to Use Analog Inputs on the I/O Gateway
- How To Use The Generic Serial Driver on I/O Gateway
- Tulip I/O Gateway Technical Specifications
- Factory Kit
- Factory Kit Quickstart Guide
- Factory Kit Materials and Procurement Information
- Edge IO Light Strip Setup
- Break Beam Sensor Unit Test
- How to Set Up a Foot Pedal in Tulip
- Temperature and Humidity Sensors Unit Tests
- How To Include Factory Kit Devices in Apps
- Tulip Light Kit Initial Setup
- How to Use the Tulip Light Kit
- Connecting the Factory Kit USB Devices (Barcode, Foot Pedal, Temp/Humidity)
- Setting up the Break Beam Sensor
- Light Kit Unit Test
- Tulip Light Kit Technical Specifications
- Assembling the Light Stack
- Manage Edge Devices
- How to Enable HTTPS on your Edge Device
- How to Configure the Device Portal
- How To Manage Edge Devices Within Tulip
- Supported Firmware Versions
- How To Manage Edge Device Auto Updates
- How to Configure the Network Settings on your Tulip Edge Device
- How to Configure the LAN Interface of an Edge Device
- How Tulip Edge Devices Get Their IP Address
- How to Configure SNMP Settings for Edge Devices
- How To Find Your Edge Device OS Version
- Tulip Edge Device FAQ
- Edge Device HTTPS Portal
- Edge Device Use Cases
- Using Edge Devices as a Machine Data Source
- Edge Devices and FlowFuse
- How to Enable and Set Up the Edge Device MQTT Broker
- How to Set up a MQTT Bridge on an Edge Device
- Using Edge MC to Run OPC UA
- How to use GPIO on Edge IO
- Using Node-RED with Edge MC
- Using Node-RED with Edge IO
- How to: Use Serial with Edge IO
- Using Edge Devices to Run On Prem Connector Host
- Communicate with Machines using Edge MC's Connector Host & Node-RED
- What You Can Do with Tulip + IoT
- Troubleshoot your Tulip Edge Devices
- Supported Devices
- List of Plug And Play Devices That Work With Tulip
- Device Driver Creation and Support
- Device Driver Support In Tulip
- How to Set Up a Barcode Scanner
- Using the Serial Driver
- How To Integrate a Zebra Printer with Tulip
- Using the Zebra Network Printer Driver Updated
- Using the Zebra GK Series Label Printer Driver
- Using the USB Bobe Box Driver
- Using the Cognex In-Sight 2000 Driver
- How to Configure Cognex and Tulip
- Using the MT SevenExcellence PH Meter Driver
- Using the Generic ADC Driver
- Using the Omega HH806 Thermometer Driver
- Using the Digital Caliper Driver
- How to Set Up the General TS05 Bluetooth Temperature Gun
- Using the Cognex DataMan TCP Driver
- Setting up the Mitutoyo U-WAVE Receiver for Windows Tulip Player
- Using the Brecknell PS25 Scale Driver
- Using the RFID Driver
- Using the Kolver EDU 2AE/TOP/E Driver
- Using the USB Foot Pedal Driver
- Using the Torque Open Protocol Driver
- Using the Dymo M10 USB Scale Driver
- Using the Cognex In-Sight Driver
- Using the Telnet Driver
- Using the Generic I/O Driver
- How to Set Up a Kolver Torque Controller
- Using the Insize Multichannel Caliper Driver
- Using the Dymo S50 USB Scale Driver
- Zebra Android DataWedge Configuration
- Use the Mitutoyo Digital Caliper with Mitutoyo U-wave Driver
- Troubleshoot
- Node-RED
- Overview of Node-RED
- How-To Guides
- Use Cases
- How to Setup Modbus Devices
- How to Setup Banner PICK-IQ Devices with Edge IO
- How to Send Data to Machines from Edge Devices using Node-RED and Tulip Tags
- Communicate with Machines using Edge MC's Connector Host & Node-RED
- Connecting a 4-20 mA Sensor with Edge IO and Node-RED
- Managing Machine States and Part Counts with Edge IO and Node-RED
- Connecting an Analog Oscilloscope with Edge IO and Node-RED
- Connecting Wired Phidgets with Edge MC and Node-RED
- Edge Devices
- Write Reusable Components
- Work with APIs
- Connect to Software
- IT and Technical Docs
- Maintenance Event Schedule
- How to get Tulip Support
- IT Infastructure
- Tulip IT Welcome Guide
- Configuring Your IP Allowlist
- An Overview of Tulip’s Security Options
- Tulip IT Security Guide
- Introduction to Tulip Connector Hosts
- On-Prem Connector Host Version Support New
- Enabling log-rotations for existing on-premise Connector Host container
- Recommendations for Machine Monitoring Architecture with Tulip
- Tulip On-Premise Virtual Machine Details
- Tulip Platform Components & Network Diagram
- Deploying Tulip in AWS GovCloud
- How To Use a Proxy Server with Tulip Player on Windows
- Overview of On-Premise Connector Hosts Updated
- Networking Requirements for a Tulip Cloud Deployment Updated
- Tulip W-9 Form
- What are Tulip's Cyber Security Policies and Infrastructure?
- LDAP/SAML/SSO
- How to use the Tulip Partner Portal
- Guides
- Digital Transformation Journey
- Use Cases by Solution
- Examples
- How To Get Real-Time Visibility Of Work Orders by Workstation
- 5S Audit App Tutorial
- How To Build An Automated Rejects Report App
- How To Plan Your First Frontline Operations App
- How To Track Machine Audits In A Table
- How To Automate Your Work Orders In A Frontline Operations App
- How To Use Manufacturing Apps in High Mix Environments
- How To Build A Digital Work Instructions App
- How To Track Product Genealogy Using Tables
- How to Add an Ohaus Scale and Store Output in a Variable
- How To Deduct From An Inventory Table Upon Completion of An Operation
- How To Use the Work Instructions "UI Template"
- How To Create A Skills Matrix with User Fields
- How To Create A Bill of Materials (BOM) Table
- How to Import a Spreadsheet into a Table
- How To Manage Your Inventory Using Tables
- How To Pass Dynamic Data Between Multiple Apps with User Fields
- How To Navigate Between Multiple Apps by Creating a "Routing App"
- 📄 Order Tracking
- 📄 Defect Tracking
- Library
- Using the Tulip Library Updated
- Laboratory Operations App Suite
- Library Collections
- Library Apps
- Educational Examples
- App Solutions
- CMMS App Suite
- Zerokey solutions
- Performance Visibility
- Electronic Batch Record (eBR) App Suite
- CAPA Lite by PCG
- 5 Why Root Cause with AI
- Simple Defect Reporting with AI
- Business Case Builder
- Shift Starter Meeting
- Kanban App Suite
- Simple OEE Dashboard
- Arena BOM Solution
- Equipment Management App Suite
- Simple Checklist
- Checklist Management Suite
- Kamishibai App Suite
- Kaizen Funnel
- Attendance Management Simple Solution
- Kamishibai Quality Audit
- Pack & Ship Library Applications
- CAPA Management
- Mobile Camera App
- OEE Calculator
- Hourly Production Scorecard
- Material Backflush
- Quality Event Dashboard
- First Pass Yield Application
- Pick to Light
- Training Solutions
- Digital Systems Inventory
- Location Tracking with Vision
- Digital Systems Access Management
- Material Management
- Tool & Asset Manager
- Quality Event Management
- Step Advance with Break Beam Sensor
- Digital Stopwatch
- Audit Checklist
- Katana ERP App
- High-level Baseline Assessment
- BOM Management
- Safety Incident Manager
- Kamishibai Card Management
- Lean Dashboard
- 5S Result Radar (spider) Chart Widget
- 5S Checklist
- Mobile Production Scorecard
- Mobile Design Template
- Process Engineering (Mobile)
- Copilot Extract Text From Picture
- Maintenance Order Execution Updated
- Machine Startup Checklist Example
- App Templates
- eDHR App Suite
- Training Template
- Quality Event Management App Suite
- Batch Packaging Template App
- Dashboard Layout UI Template
- Machine Monitoring Dashboard
- Defect Tracking Template
- Color Configuration
- Work Instructions Example
- Design Template
- Training Manager
- Training Management
- Work Instructions Templates
- Work Instructions Template
- Picklist Template
- Basic Templates for Building Tulip Applications
- Traveler and Material Flow Dashboard
- Order Tracking Template
- Composable MES
- Composable MES for Pharmaceutical Manufacturing
- Connectors and Unit Tests
- Planeus Unit Test Updated
- COPA-DATA Connector New
- Microsoft Planner Connector
- Microsoft To Do Connector
- Microsoft Project Connector
- Trello Connector
- Monday Connector
- Asana Connector
- Sandalwood: Ignition Connector
- Veeva Connector
- Inkit Connector
- MRPeasy Connector
- Zapier Webhook Connector
- Oracle Fusion Connector
- LabVantage Connector and Unit Test
- Google Chat Connector
- Salesforce Connector
- Litmus Overview
- eMaint Connector
- eLabNext Connector
- Acumatica ERP Connector
- CETEC Connector
- PagerDuty Connector
- NiceLabel Integration
- Aras Integration Overview
- SDA Integration
- Nymi Band Unit Test
- Arena Integration
- Barcode Scanner Unit Tests
- Footpedal Unit Tests
- Getting Started with Tulip on RealWear Headset
- Airtable Connector
- Shippo Connector
- Bartender Integration
- SAP S/4 HANA Cloud Connector
- RFID Scanner Unit Tests
- Jira Connector
- Zebra Label Printer Unit Test
- Google Translate Connector
- MSFT Power Automate
- OpenAI Connector
- Google Calendar Connector
- Tulip API unit test
- Duro PLM Unit Test
- HiveMQ Unit Test
- NetSuite Integration
- Cognex Unit Test
- PowerBI Desktop Integration
- ProGlove Unit Test
- Fivetran Integration
- ParticleIO Integration
- Google Drive Connector
- Snowflake Connector
- SAP SuccessFactors Connector
- ZeroKey Integration
- Google Geocode Connector
- Google Sheets Connector
- How To Integrate Tulip with Slack
- HighByte Intelligence Hub Unit Test
- LandingAI Unit Test
- LIFX Unit Test (Wireless Lights)
- Microsoft Calendar Connector
- M365 Dynamics F&O Connector
- Microsoft Outlook Connector
- Microsoft Teams Connector
- Connect the Microsoft Graph API to Tulip with Oauth2
- Microsoft Excel Connector
- NetSuite Apps and Connector
- OpenBOM Connector
- Weighing Scale Unit Tests
- InfluxDB Connector
- Augury Connector
- ilert Connector
- Schaeffler Optime Connector
- MongoDB Atlas Connector
- MaintainX Connector
- Twilio Connector
- SendGrid Connector
- Solace Connector
- How to Design Tulip Apps for the RealWear Headset
- OnShape Connector
- Custom Widgets
- Scheduling Custom Widget New
- Timeline widget
- json Tree Viewer Widget
- Kanban Task Management Widget
- Badge Widget
- Advanced Timer Widget
- Segmented Button Custom Widget
- Dynamic Gauge Custom Widget
- Snackbar Widget
- Change Detector Unit Test
- Status Color Indicator Unit Test
- Input Length Check Unit Test
- Calculator Custom Widget Unit Test
- Image Annotation Widget Unit Test
- Lean Dashboard Widgets
- Looper Unit Test
- Stopwatch Unit Test
- Number Input Unit Test
- Number Pad Unit Test
- Radial Gauges
- Step by Step Menu Unit Test
- SVG Widget
- Text Input Unit Test
- Tool Tip Unit Test
- Work Instructions Care Points Unit Test
- Written Electronic Signature Widget Unit Test
- ZPL Viewer Unit Test
- Simple Line Graph Widget
- Shelves Custom Widget
- Slider Widget
- NFPA Diamond Custom Widget
- Pass - Fail Custom Widget
- Simpler Timer Custom Widget
- Nymi Presence Integration Widgets
- Automations
- Check Expired Training
- Event Alerting & Escalation: Managing Overdue Events
- Hourly production status notification
- Maintenance equipment status update
- Equipment Status Reset
- Calibration Status Reset
- Machine Status Check Reminder
- Inventory Status and Alerting Automation
- Andon Alerting for Station Down
- Check Training Status and Send Email Automation
- Update Inventory Table Automation
- Slack Connector Automation
- Part Count Checker
- Release Announcements
- Platform Releases
- Platform Release 307 - February 2025 New
- Platform Release 306 - February 2025 New
- Platform Release 305 - February 2025
- Platform Release 304 - January 2025
- Platform Release 303 - January 2025
- Platform Release 302 - January 2025
- Platform Release 301 - January 2025
- Platform Release 300 - January 2025
- Platform Release 299 - December 2024
- Platform Release 298 - December 2024
- Platform Release 297 - December 2024
- Platform Release 296 - November 2024
- Platform Release 295 - November 2024
- Platform Release 294 - November 2024
- Platform Release 293 - November 2024
- Platform Release 292 - November 2024
- Platform Release 291 - October 2024
- Platform Release 290 - October 2024
- Platform Release 289 - October 2024
- Platform Release 288 - September 2024
- Platform Release 287 - September 2024
- Platform Release 286 - August 2024
- Platform Release 285 - August 2024
- Platform Release 284 - July 2024
- Platform Release 283 - July 2024
- Platform Release 282 - June 2024
- Platform Release 281 - June 2024
- Platform Release 280 - May 2024
- Platform Release 279 - May 2024
- Platform Release 278 - April 2024
- Platform Release 277 - April 2024
- Platform Release 276 - April 2024
- Platform Release 275 - March 2024
- Platform Release 274 - March 2024
- Platform Release 273 - February 2024
- Platform Release 272 - February 2024
- Platform Release 271 - January 2024
- Platform Release 270 - January 2024
- Platform Release 269 - January 2024
- Platform Release 268 - December 2023
- Platform Release 267 - November 2023
- Platform Release 266 - November 2023
- Platform Release 265 - November 2023
- Platform Release 264 - October 2023
- Platform Release 263 - October 2023
- Platform Release 262 - September 2023
- Platform Release 261 - September 2023
- Platform Release 260 - August 2023
- Platform Release 259 - August 2023
- Platform Release 258 - July 2023
- Platform Release 257 - July 2023
- Platform Release 256 - July 2023
- Platform Release 255 - June 2023
- Platform Release 254 - June 2023
- Platform Release 253 - May 2023
- Platform Release 252 - May 2023
- Platform Release 251 - April 2023
- Platform Release 250 - April 2023
- Platform Release 249 - March 2023
- Platform Release 248 - March 2023
- Tulip Player Releases
- Player 2.7.2 Release - February 2025 New
- Player 2.7.1 Release - January 2025
- Player 2.7.0 Release - December 2024
- Player 2.6.2 - September 2024
- Player 2.6.1 - September 2024
- Mobile Player 2.4.0 Release
- Player 2.6.0 Release - August 2024
- Player 2.5.1 Release - February 2024
- Mobile Player 2.3.4 Release Notes - May 2024
- Mobile Player 2.3.3 Release - February 2024
- Player 2.5.0 Release - January 2024
- Mobile Player 2.3.2 Release - November 2023
- Player 2.4.1 Release - November 2023
- Mobile Player 2.3.1 Release - November 2023
- Player 2.4.0 Release - September 2023
- Player 2.3.1 Release - July 2023
- Player 2.3.0 Release - July 2023
- Player 2.2.1 Release - June 2023
- Mobile Player 2.2.1 Release - June 2023
- Mobile Player 2.1.4 Release - May 2023
- Player 2.2.0 Release - May 2023
- Player 2.1.2 Release - March 2023
- Player 2.1.0 Release - March 2023
- Tulip OS Releases
- Tulip OS 58.2 & 59.1 Release - December 2024
- Tulip OS 59 Release - October 2024
- Tulip OS 58.1 Release - July 2024
- Tulip OS 58 Release - July 2024
- Tulip OS 57 Release - March 2024
- Tulip OS 55.5 & 56.4 Release - February 2024
- Tulip OS 56 Release - January 2024
- Tulip OS 54.1 Release May 2023
- Tulip OS 55 Release - September
- Library Releases
- Library Release - r83 Updated
- Library Release - r82
- Library Release - r81
- Library Release - r80
- Library Release - r79
- Library Release - r78
- Library Release - r77
- Library Release - r76
- Library Release - r75
- Library Release - r74
- Library Release - r73
- Library Release - r72
- Library Release - r71
- Library Release - r70
- Library Release - r69
- Library Release - r68
- Library Release - r67
- Library Release - r66
- Library Release - r65
- Library Release - r64
- Library Release - r63
- LTS Releases
- Platform Releases
How to use the Tulip Partner Portal
The Tulip Partner Portal is a platform exclusive to Tulip Channel Partners that provides our partners with a central repository for key sales and marketing resources, and management of their sales processes, including deal registration and tracking of ongoing deals.
Navigating the Partner Portal
All key contacts at our partner companies that have direct impact on the partnership (i.e. sales, technical resources, marketing, etc.) should have their own user account for the Partner Portal.
All existing partners can log in to their account via the Partner Portal Login Page:
Please bookmark this page and plan to log in to the Partner Portal on a regular basis, as new content is always being uploaded and updated.
How to create a new user
If a new or additional team member needs access to the partner portal, there are two ways to get access:
1. Request New User:
- If your company is a registered Tulip Channel Partner, and you need to create a user account, you can request one here
- You will be prompted to confirm the partner company you work for, then fill in and submit your contact details
- Once submitted, a unique user ID and password will be sent to your email
2. Partner Administrator - Add New User:
The main contact for each partner relationship will have administrative access to their company account. This includes the ability to add new users to your partner account.
To add a user to your partner account, follow these steps:
- Once logged in to your user account, navigate to the top left menu and click "Home" → "Account Profile"
- On the “Account Profile” page, you will see a gear icon with the text “Manage” to the right of your company name.
- Click on “Manage” → “Add User”
- Fill in the contact details for the new user and click “Submit”
- Once submitted, the user will receive instructions with their unique log in and password
If you have any trouble requesting access, adding users, or would like to request administrative privileges, please contact channel@tulip.co
Sales Resources
The Partner Portal will be the main platform for lead/deal registration and tracking of open deals and pipeline with Tulip. It will also host sales resources such as Tulip pitch decks, industry specific presentations, competitive intelligence, and much more.
Lead/Deal Registration
To start the deal registration process for a partner-sourced opportunity, register the lead associated with the opportunity.
How to Register a Lead
Log in to your user account and navigate to the “Register New Lead” button listed under the “Quick Links” on the Home page
- You can also navigate to the same page via the top Menu Bar: “Deals” → “Register New Lead”.
Fill in all required fields in the "Register New Lead" form, including Contact Information, Company Information and Lead Qualification Information
- Please include as many details in the lead qualification information section that you can, including nature and scope of the associated opportunity, key project components, expected deal size, etc.
- If relevant, please also include if this lead was sourced through a co-marketing activity (ex. co-branded webinar, co-hosted event, etc.)
Submit lead by clicking on the “Submit” button
Once you’ve submitted a new lead, your Tulip Channel Manager will be notified to review and qualify the lead, and will reach out to you to discuss the details further, if necessary.
- While the lead is being reviewed by the Channel Manager, you can find the submission in the "Pending" section of the Deal Dashboard.
- Once the lead registration has been approved and qualified by the Channel Manager, they will convert the lead to an opportunity. You will be notified via email when this happens, and the opportunity will then be moved to the "Approved" section of the Deal Dashboard.
Lead/Deal Distribution
If there is a Tulip sourced opportunity that will include a partner, it will be distributed through the Partner Portal.
Tulip also may distribute leads directly to a partner through the portal for the partner to work (i.e. follow up with and qualify). Example --> a partner promotes a Tulip webinar and drives registrations, the leads will be distributed back to the partner through the portal.
How to accept or reject a distributed lead/deal
If Tulip distributes a lead or deal to a partner, you will be notified via email and asked to review, qualify and accept or reject.
All distributed leads that have not been accepted or rejected will live under the "Pending" section of the Deal Dashboard.
To find distributed leads in the Deal Dashboard, follow the below steps:
Navigate to the Deal Dashboard
Navigate to the “Pending” tab
Select the lead and review the lead details
Click “Accept Lead” or “Reject Lead” at the bottom of the page
- If the lead is accepted, please follow the qualification process to qualify or reject the lead.
- When the lead is qualified and ready to register, select “Yes” in the dropdown, fill in the “Description” field and scroll down to the bottom of the page and hit “Submit Changes”.
- This lead is now registered and converted to an opportunity
- If the lead does not meet qualification criteria, please contact channel@tulip.co to remove the lead from your dashboard
Deal Dashboard
The deal dashboard will host all open opportunities, pending leads, and tracking of the sales process with Tulip.
To navigate to the Deal Dashboard, follow one of these two paths:
- On the Home Page under “Quick Links”, click “View Deals”.
- Navigate to the top right Menu and click “Deals” → “Deal Dashboard”
In the Deal Dashboard, there are several views to navigate through. Switch to different views on the top navigation bar to see the following information:
- Accepted: View all open opportunities and high level information regarding each, including opportunity name, stage, amount and close date. To view more details, click on the opportunity name.
- Pending: View all lead registrations submitted by a partner that are being reviewed by Tulip Channel Manager. You can also view any pending lead/deal(s) that Tulip has distributed and are pending your approval.
- Closed Won: View all closed deals that have been won
- Closed Lost: View all closed deals that have been lost
Technical Training - Tulip University
Access Tulip's training platform Tulip University through the Partner Portal to find trainings and resources to build knowledge on Tulip's capabilities.
To navigate to Tulip University, follow one of two paths:
- On the Home Page under “Quick Links”, click “Tulip University”
- On the Home Page, navigate to the top right Menu and click “Tulip University”
You will then be directed to the Tulip University page and prompted to log in using your existing credentials.
Your Tulip University Credentials may be different than your Partner Portal Credentials.
Marketing Resources
In the partner portal, you will find marketing resources to help co-market Tulip to your customer base including:
Asset Library
The asset library hosts all Tulip content relevant to our partners for education and enablement, including sales material and marketing resources. Content is always being refreshed and added to the asset library, so please regularly check back to ensure you are using the most up to date assets when presenting and talking about Tulip.
Click on the individual asset card to view, download, and see a description of what the asset is and how partners can utilize it.
Not all content in the Asset Library is available to share externally with customers and prospects. Some content is strictly for educational purposes and confidential to members of our partner community. If an asset is not shareable, it will be denoted in the description. If you are unsure if you can share an asset externally, please reach out to Angie Canesi, angie.canesi@tulip.co
How to find content
By default, assets are sorted from newest to oldest in a grid format. To change the sort order, choose an option from the "Sort By" drop-down list and select your preferred viewing option. You can also view all assets as a list, rather than in a grid format by clicking this button:
There are 100+ assets hosted in the asset library for partners to discover. To find the content that you are looking for or discover new relevant resources on a certain topic, utilize the search function and pre-existing filters:
To search for a specific asset or keyword → Type a term or keyword in the "Search" field. All assets are tagged with relevant keywords and will populate depending on the term
To filter by category → Click in the "Category" drop-down in the filters section and choose from pre-existing categories.
- Categories refer to the industry or use case the asset is related to (ex. Life Sciences, Next-Gen MES, Work Instructions, etc.).
- You can select more than 1 category (ex. Life Sciences AND Next-Gen MES) to filter for assets that relate to both categories.
To filter by collection → To the left of the Asset Library Screen, click the name of a collection you are looking for.
- Collections refer to the type of asset (i.e. Sales Material, Marketing Resources, etc.)
- There are also sub-collections included in each collection to further help filter (ex. Case Studies, Demo Videos, Tulip Overview Presentations, etc.)
- To revert to showing all assets, Click "All" under collections.
To filter by file type → Click in the File Type field and choose an option.
- File types include .pptx, pdf, external link, etc.
To clear all filters, click "Clear" in the upper right corner of the filter options area.
If you cannot find an asset or resource you are looking for contact Angie Canesi, Tulip Partner Marketing Manager - angie.canesi@tulip.co
How to co-brand
Certain assets hosted in the Asset Library, such as presentation slides, one pagers, etc. are formatted to easily add a partner logo and download a co-branded version of that asset. If this is a functionality for a particular asset, you will either see this button on the asset card:
To filter for only cobrandable content, click on "Cobrandable" under the "Asset Type" filter.
To co-brand an asset, follow these steps:
- Click on the "Co-Brand" button
- Click on the section that notes "Add Partner Logo Here"
- Upload your company logo
- Click Save --> Download
Once an asset has been co-branded and saved, it will appear in your asset library as an additional version of the original asset.
How to create a playbook
Playbooks are a collection of assets that you can customize based on your unique user account. Think of playbooks as a “favorites” tab or “bookmarks” that you can easily revisit. Examples could be a playbook for assets related to work instructions, a playbook for Life Sciences Assets, or a playbook for the assets you revisit most frequently.
Playbooks are optional to create, and can be found in the asset library. You can create as many playbooks as you wish.
To create a new playbook, follow the below steps:
- Find the first asset that you wish to include in the playbook
- Click on "New Playbook"
- Create a name for your playbook
- Check off the box for the new playbook
- Click Apply
All playbooks can be found to the left side of the asset library, under "Playbooks".
Event Calendar
Find the latest events that Tulip is hosting or participating in, such as webinars, trade shows, conferences, etc. in the Event Calendar. View events through a list format, or month/week calendar view.
To see full description of the event and Tulip’s participation level, click on the event, and click “Details”.
Frequently Asked Questions
Should I still use the Google Sheets Partner Business Planning Document?
The shared google document that most partners have been using for partner relationship management with their Channel Managers will eventually be phased out, pivoting to all partner relationship management through the partner portal. As we transition to the Partner Portal, please work with your Channel Manager to determine a plan for how this affects your partner plans.
How many people can access the Partner Portal?
There is no limit to the number of unique users a partner account can have.
Who from my company should be able to access the Partner Portal?
If an individual works directly with Tulip and contributes to the partnership, they should have a user account for the partner portal. Users can include business relationship managers, sales team members, technical resources, marketing contacts, etc.
How often do I need to use the Partner Portal?
We recommend using the Partner Portal on a consistent basis. Work with your channel Manager to determine the best cadence for registering leads/deals.
When should I register a lead?
In general, we recommend following the below qualification guidelines:
Definition: further qualify opportunity to advance the sales process
Goal: understand pain points, authority, reconfirm timeline, budget and have a clear understanding on what needs to be demonstrated to win the business
If you have any questions prior to registering your new lead (ex: is this a good use case for Tulip?), please contact your assigned Channel Manager or email channel@tulip.co